+44.9%
AMZN vs VSAT
+45.0%
-0.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.9% | +5.2% | -1.1% |
| 7D | -1.0% | +3.5% | -4.5% | -1.4% |
| 30D | -9.2% | -14.7% | +5.5% | -8.0% |
| 3M | +3.4% | +13.2% | -9.8% | +1.0% |
| 6M | +18.2% | +57.4% | -39.1% | +11.2% |
| YTD | +9.3% | +110.0% | -100.6% | -0.6% |
| 1Y | +5.9% | +134.4% | -128.5% | -5.3% |
| 3Y | +82.6% | +203.5% | -120.9% | +49.3% |
| 5Y | +44.9% | +47.1% | -2.2% | +19.3% |
| All | +44.9% | +45.0% | -0.1% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling